Insights

Data centers are expected to be 80% preleased while life sciences vacancy stays above 22%. John Jezzini looks at CBRE and Trepp data to show why commercial real estate investment in 2026 depends on sector, supply, and capital structure.

Indonesia’s new financial center law offers qualifying investors up to 50 years of 0% corporate income tax, with family offices a named target. John Jezzini compares it with Singapore, Hong Kong, and Dubai, and looks at what comes with the incentives.

Inflation became a leading concern among family offices in 2026, yet new capital is still going to work. John Jezzini looks at what Citi, UBS, and RBC/Campden surveys show about positioning, liquidity, and optimism.

Software became one of private credit's largest exposures. John Jezzini explains why AI has put those loans under review, what BIS and Federal Reserve data show so far, and what remains unknown.

Is private equity or real estate a better investment? John Jezzini compares the two asset classes across risk, liquidity, capital requirements, value creation, and long-term wealth-building potential.

Most risk isn't managed in the moment — it's managed years before, in decisions few people notice at the time. John Jezzini breaks down how experienced investors think about liquidity, concentration, and downside protection when navigating uncertain markets, drawing lessons from 2008, the SVB collapse, and the rise of private credit.

Airports offer an unexpected lesson in capital allocation: more investment doesn't always create more value. John Jezzini explores how identifying bottlenecks, understanding demand, and putting capital where it can have the greatest impact can shape better investment decisions.

EBITDA can be a useful starting point, but it doesn't tell the whole story. John Jezzini explores why investors should look beyond EBITDA to cash flow, capital requirements, debt, management, and the path to long-term value creation.

Excitement can attract attention, but it doesn't create value. John Jezzini explores why investors should look beyond hype and focus on fundamentals, price, risk, and long-term value creation.

Family offices today look nothing like they did a generation ago. John Jezzini on how the modern family office has evolved — from simple wealth preservation to active, direct investing across private markets — and what that shift means for the next generation of capital.